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Legacy Wealth Asset Management’s Apple AAPL Stock Holding History

Legacy Wealth Asset Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.49M Sell
18,988
-1,671
-8% -$478K 1.21% 13
2026
Q1 		$5.24M Buy
20,659
+477
+2% +$124K 1.28% 8
2025
Q4 		$5.49M Buy
20,182
+62
+0.3% +$16.6K 1.35% 8
2025
Q3 		$5.12M Sell
20,120
-379
-2% -$85.6K 1.25% 10
2025
Q2 		$4.21M Sell
20,499
-55
-0.3% -$11.1K 1.07% 10
2025
Q1 		$4.57M Buy
20,554
+35
+0.2% +$8.11K 1.26% 7
2024
Q4 		$5.14M Sell
20,519
-3,413
-14% -$804K 1.4% 8
2024
Q3 		$5.58M Sell
23,932
-370
-2% -$82.6K 1.5% 5
2024
Q2 		$5.12M Buy
24,302
+584
+2% +$109K 1.44% 6
2024
Q1 		$4.07M Buy
23,718
+3,442
+17% +$626K 1.13% 9
2023
Q4 		$3.9M Sell
20,276
-246
-1% -$45.4K 1.28% 5
2023
Q3 		$3.51M Buy
20,522
+2
+0% +$367 1.29% 5
2023
Q2 		$3.98M Buy
20,520
+8
+0% +$1.39K 1.39% 4
2023
Q1 		$3.38M Sell
20,512
-83
-0.4% -$12.2K 1.22% 6
2022
Q4 		$2.68M Sell
20,595
-174
-0.8% -$24.9K 1.02% 8
2022
Q3 		$2.87M Sell
20,769
-8
-0% -$1.26K 1.25% 6
2022
Q2 		$2.84M Sell
20,777
-335
-2% -$50.7K 1.15% 10
2022
Q1 		$3.69M Sell
21,112
-1
-0% -$168 1.31% 6
2021
Q4 		$3.75M Sell
21,113
-314
-1% -$49.6K 1.27% 7
2021
Q3 		$3.03M Buy
21,427
+116
+0.5% +$17.1K 1.39% 7
2021
Q2 		$2.92M Sell
21,311
-152
-0.7% -$19.7K 1.3% 8
2021
Q1 		$2.62M Sell
21,463
-197
-0.9% -$25.3K 1.21% 8
2020
Q4 		$2.87M Buy
+21,660
New +$2.61M 1.45% 5

Other funds holding AAPL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Legacy Wealth Asset Management's AAPL Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Apple (AAPL) stake by 8.1% in Q2 2026, selling an estimated $478K and leaving 18,988 shares worth $5.49M. The position accounts for 1.21% of the portfolio, ranked #13.

Legacy Wealth Asset Management first reported a position in AAPL in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.58M in Q3 2024. 1,172 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Legacy Wealth Asset Management held 18,988 shares of Apple worth $5.49M as of Q2 2026.
  • Legacy Wealth Asset Management sold 1,671 Apple shares in Q2 2026, an estimated $478K.
  • Apple made up 1.21% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #13 holding.
  • Legacy Wealth Asset Management first reported a position in Apple in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Apple position peaked at $5.58M in Q3 2024.
  • 1,172 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.